Feedback on tax

[geraldenek]

Hello everyone

I've got a few ideas and would like to have some feedback from people in order to use these ideas.

1. I want to know how people would feel about not meeting the tax practioner doing their tax returns (just taking about tax, not compiling financials etc.)

2. if you feel sars e-filing is not user friendly - why so…

Opinions would be greatly appreciated.

[Mike Simmonds]

Geraldene, I am really keen to see the replies on this one. I have a couple of clients that I have done tax for over the last 10 years that I have never met in person. Not that I didn't want to, but gee a year flys by!

[Dave A]

I've never met the person who does my personal tax. We correspond by email and that's about it. And I'm quite happy with that.

2. if you feel sars e-filing is not user friendly - why so…

Tax codes. There are quite a few where you're not sure of the right one to use, or what the correct definition is.
My favorite example is what values should be applied to retirement vs non-retirement funding income on the IRP5? And does it make a difference anyway?

My other gripe is they aren't auto-generating returns anymore, which I see as regression. To be truly user-friendly, not only should they auto-generate returns (like they used to), but send reminders at suitable intervals before they are due.

Apart from that - they're making good progress with e-filing i.m.o.